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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,064 | $181,062-8.3% | $158,223+5.0% | $155,188+7.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.20% | 57.39%-43.2pp | 52.09%-37.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $11,063 | $4,565+142.4% | $4,109+169.3% | $4,248+160.4% |
| Participant deferral / active EE | $36,092 | $6,134+488.4% | $5,467+560.2% | $6,531+452.6% |
| Admin fee / account holder | $5,672 | $18,825-69.9% | $16,047-64.7% | $14,480-60.8% |